Sophia Daigle is a CFP-designated registered investment advisor at Gen Y Planning, based in Austin, TX, with 13 years of industry experience. Sophia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 90 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.88% |
| $1.0M - $2.0M | 0.78% |
| $2M+ | 0.63% |
Rates exclude Betterment's platform fee of up to 0.12% (or 1.0% for crypto portfolios). Total maximum investment management fee is typically 1.0% per year.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sophia is a freelance author, editor, and speaker since 2013, dedicating minimal time. She also owns Sophia Bera LLC, where she delivers speaking engagements and seminars on financial planning topics for a few hours per week.
Employment History
Current Registrations
Gen Y Planning
Previous Registrations
Ellevest
Learnvest Planning Services, LLC
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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